Historically, permission sets on law firms and companies have not been the same, which has caused confusion around what users can do.

Going forward, permissions for law firms will be the same as for companies. The new permissions are defined below:

Law firm permissions will migrate as follows:

• No access --> No company access
• View --> Company Viewer
• Edit --> Legal admin
• There will be a new permission called “Company editor” that has no equivalent from the old law firm permission sets

We recommend law firm administrators review the changes and verify that law firm users have the appropriate permissions. You can update permissions for law firm users in two places:

• Set default permissions for a user on the law firm People page. This is also where you can set a “law firm administrator”, which will allow them to manage users within the law firm:

• Set company-specific permissions on the law firm Companies page:

Still have questions? Learn more about permissions and roles on Carta >